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Invesco WilderHill Clean Energy ETF
PBW

175 hedge funds and large institutions have $217M invested in Invesco WilderHill Clean Energy ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.4M | Put options by funds: $955K

6% more capital invested

Capital invested by funds: $205M → $217M (+$11.8M)

1.25% more ownership

Funds ownership: 26.97% → 28.22% (+1.2%)

7% less funds holding

Funds holding: 188 → 175 (-13)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

33% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 27

Holders
175
Holders Change
-13
Holders Change %
-6.91%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
49
Reduced
55
Closed
27
Calls
$1.4M
Puts
$955K
Net Calls
+$440K
Net Calls Change
+$524K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$17.8M
2
GW
GW & Wade
Massachusetts
+$4.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.18M
4
Wells Fargo
Wells Fargo
California
+$1.99M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$20.4M
2
UBS Group
UBS Group
Switzerland
-$1.54M
3
TWP
Total Wealth Planning
Ohio
-$1.48M
4
LPL Financial
LPL Financial
California
-$1.03M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
126
Dividend Assets Capital
South Carolina
$11K – – –
PCFFS
127
Pacific Center for Financial Services
California
$10.3K +$10.7K +255 New
PGAM
128
Princeton Global Asset Management
New Jersey
$10.1K – – –
BAM
129
Baldrige Asset Management
Pennsylvania
$9K – – –
CIAS
130
Capital Investment Advisory Services
North Carolina
$8.49K – – –
FWM
131
Focused Wealth Management
New York
$8.15K +$2.95K +70 +53%
NRC
132
New Republic Capital
North Carolina
$8K +$8.33K +198 New
AIP
133
Ameritas Investment Partners
Nebraska
$7.96K – – –
UB
134
UMB Bank
Missouri
$7.48K – – –
EWM
135
Endurance Wealth Management
Rhode Island
$7K – – –
AAS
136
Ameritas Advisory Services
Nebraska
$6.92K +$7.57K +180 New
CFFP
137
Center for Financial Planning
Michigan
$6.47K – – –
Fidelity Investments
138
Fidelity Investments
Massachusetts
$6.26K +$4.38K +104 +204%
US Bancorp
139
US Bancorp
Minnesota
$6.06K – – –
PCMC
140
Private Capital Management (Colorado)
Colorado
$5.42K +$5.64K +134 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$5.05K – – –
WP
142
WealthShield Partners
North Carolina
$5.01K +$5.22K +124 New
ASBI
143
American State Bank (Iowa)
Iowa
$4.85K – – –
CA
144
Clearstead Advisors
Ohio
$4.04K – – –
SWM
145
Spire Wealth Management
Virginia
$3.87K -$7.45K -177 -65%
BWM
146
BerganKDV Wealth Management
Minnesota
$3.84K – – –
CSWM
147
Cassady Schiller Wealth Management
Ohio
$3.8K – – –
GI
148
Gradient Investments
Minnesota
$3.35K – – –
AWM
149
Avior Wealth Management
Nebraska
$3.1K +$42 +1 +1%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$3.02K -$19.4K -462 -0.6%
4 5
6
7 8

PBW Hedge Fund Activity: Q1 2023 in Review

175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco WilderHill Clean Energy ETF (PBW) for Q1 2023, worth a combined $217M — up 5.8% from $205M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of PBW and 18 opened new positions — a net loss of 9 holders — while 55 trimmed existing stakes and 49 added.

The largest buyer was Goldman Sachs, adding an estimated $17.8M. The largest seller was Bank of America, cutting an estimated $20.4M.

  • 175 institutional investors held Invesco WilderHill Clean Energy ETF (PBW) as of Q1 2023, down from 188 in Q4 2022.
  • Funds reported $217M of Invesco WilderHill Clean Energy ETF stock for Q1 2023, up 5.8% quarter-over-quarter.
  • 18 funds opened new Invesco WilderHill Clean Energy ETF positions in Q1 2023 and 27 closed out, a net change of -9 holders.
  • The largest Invesco WilderHill Clean Energy ETF buyer in Q1 2023 was Goldman Sachs, an estimated $17.8M added.
  • The largest Invesco WilderHill Clean Energy ETF seller in Q1 2023 was Bank of America, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2023.